Standard Investments LLC SHEL — SHELL PLC

Ownership history in Standard Investments LLC  ·  23 quarters on record

AI Ownership Summary

Standard Investments LLC reported SHELL PLC (SHEL) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 23.43% in 2025 Q1. The latest visible filing shows SHEL at 12.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Standard Investments LLC's position in SHELL PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SHEL was reported at 12.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
23.43% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHEL stock page Standard Investments LLC fund profile Standard Investments LLC full holdings
How Standard Investments LLC held SHEL — position size vs. price
% of Fund (quarterly)    SHEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 14 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 24.1% +27.8% ❌ 3,364,000 -1,071,000 -24.1% 12.34% $247.2M 2026-02-14 (Est.) $78.04
2025 Q3 REDUCED 19.1% +3.2% ❌ 4,435,000 -1,045,000 -19.1% 16.52% $317.2M 2025-11-14 $75.06
2025 Q2 UNCHANGED — — — 5,480,000 — 0% 16.53% $385.8M 2025-08-14 $70.59
2025 Q1 ADDED — — — 5,480,000 +5,180,000 +1726.7% 23.43% $401.6M 2025-05-15 $64.79
2024 Q4 REDUCED 94.5% +18.2% ❌ 300,000 -5,180,000 -94.5% 1.01% $18.8M 2025-02-14 $64.54
2024 Q4 ADDED — — — 5,480,000 +5,180,000 +1726.7% 18.54% $343.3M 2025-02-14 $64.54
2024 Q3 REDUCED 94.5% -5.3% ✅ 300,000 -5,180,000 -94.5% 1.00% $19.8M 2024-11-14 $61.92
2024 Q3 ADDED — — — 5,480,000 +4,880,000 +813.3% 18.32% $361.4M 2024-11-14 $61.92
2024 Q2 REDUCED 89.1% -7.8% ✅ 600,000 -4,880,000 -89.1% 2.42% $43.3M 2024-08-14 $67.99
2024 Q2 ADDED — — — 5,480,000 +4,380,000 +398.2% 22.12% $395.5M 2024-08-14 $67.99
2024 Q1 REDUCED 78.5% +9.7% ❌ 1,100,000 -4,025,000 -78.5% 4.69% $73.7M 2024-05-15 $67.70
2024 Q1 ADDED — — — 5,125,000 +4,225,000 +469.4% 21.86% $343.6M 2024-05-15 $67.70
2023 Q4 REDUCED 81.4% +4.3% ❌ 900,000 -3,950,000 -81.4% 3.65% $59.2M 2024-02-14 $57.95
2023 Q4 ADDED — — — 4,850,000 +3,050,000 +169.4% 19.67% $319.1M 2024-02-14 $57.95
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SHEL

As of 2026 Q1 — sorted by position size

Connective Portfolio Management, LLC 3Y 7.6% Drum Hill Capital, LLC 4.99% PENN DAVIS MCFARLAND INC 3Y 7Y 4.52% Israel Discount Bank of New York 3Y 7Y 3.96% Eastover Investment Advisors LLC 3Y 7Y 3.91% Eldred Rock Partners, LLC 3.87% Hikari Power Ltd 3Y 7Y 2.77% Allied Investment Advisors, LLC 3Y 7Y 2.67% Shelter Mutual Insurance Co 3Y 7Y 2.35% Mondrian Investment Partners LTD 3Y 7Y 2.24%

FAQ About Standard Investments LLC and SHEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Standard Investments LLC reported owning SHEL?

Standard Investments LLC reported SHEL across 14 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SHEL position in Standard Investments LLC's portfolio?

The largest reported portfolio weight for SHEL was 23.43% in 2025 Q1.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2025 Q4, when Standard Investments LLC reported 3,364,000 shares, equal to 12.34% of portfolio, with an estimated market value of $247.2M.

What does the chart on this SHEL ownership page compare?

The chart compares Standard Investments LLC's quarterly SHEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Standard Investments LLC time their SHEL position?

Based on 13F filing dates vs. subsequent SHEL price moves, Standard Investments LLC correctly timed 9 out of 20 reported position changes (45%). The annualised alpha on SHEL relative to SPY over the holding period was -3.5%.

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